Ifa / Mortgage Administrator - Newport, United Kingdom - The Money Partnership
1 week ago
Description
We're a family-friendly firm at The Money Partnership and pride ourselves on having a relaxed and vibrant culture. We're growing rapidly and are now looking for a confident, organised and resourceful individual to support our advisers.Please note you do not need to have previous experience in financial services. However, we are looking for someone with a positive attitude and a willingness to learn about the industry. Training and support will be provided.
Duties include:
- Coordinating meeting and appointments.
- Supporting mortgage and financial advisers with case management.
- Updating all interested parties (clients, advisors, estate agents and solicitors)
- Updating internal client data base
- Ensuring all required paperwork is scanned and all compliance documents are obtained
- Client confidentiality and attention to detail is paramount
Essential skills/experience:
- Computer literate
- Excellent telephone skills
- Mortgage / IFA administration experience is desirable
Salary:
£20,000.00 per year
Schedule:
- Monday to Friday
Work Location:
One location
Application deadline: 27/03/2023
Expected start date: 24/04/2023
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